CIK 2010029
EVOLUTION WEALTH MANAGEMENT INC.
Institutional 13F holdings & portfolio
Holdings
747
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 701–747 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSCU | INVESCO EXCH TRD SLF IDX FD | 35 | <$1K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 3 | <$1K | SH |
| MS | MORGAN STANLEY | 3 | <$1K | SH |
| PNW | PINNACLE WEST CAP CORP | 6 | <$1K | SH |
| STT | STATE STR CORP | 4 | <$1K | SH |
| KMB | KIMBERLY-CLARK CORP | 5 | <$1K | SH |
| KMI | KINDER MORGAN INC DEL | 18 | <$1K | SH |
| SPTI | SPDR SERIES TRUST | 17 | <$1K | SH |
| IBMO | ISHARES TR | 19 | <$1K | SH |
| USB | US BANCORP DEL | 9 | <$1K | SH |
| TWI | TITAN INTL INC ILL | 61 | <$1K | SH |
| MKC | MCCORMICK & CO INC | 7 | <$1K | SH |
| HMC | HONDA MOTOR LTD | 16 | <$1K | SH |
| DE | DEERE & CO | 1 | <$1K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 5 | <$1K | SH |
| BGS | B & G FOODS INC NEW | 101 | <$1K | SH |
| BWX | SPDR SERIES TRUST | 19 | <$1K | SH |
| ALL | ALLSTATE CORP | 2 | <$1K | SH |
| UBER | UBER TECHNOLOGIES INC | 5 | <$1K | SH |
| HON | HONEYWELL INTL INC | 2 | <$1K | SH |
| PCG | PG&E CORP | 23 | <$1K | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 16 | <$1K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1 | <$1K | SH |
| AIG | AMERICAN INTL GROUP INC | 4 | <$1K | SH |
| COR | CENCORA INC | 1 | <$1K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 20 | <$1K | SH |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | 94 | <$1K | SH |
| S | SENTINELONE INC | 20 | <$1K | SH |
| NIO | NIO INC | 50 | <$1K | SH |
| LH | LABCORP HOLDINGS INC | 1 | <$1K | SH |
| FCPT | FOUR CORNERS PPTY TR INC | 10 | <$1K | SH |
| ACB | AURORA CANNABIS INC | 50 | <$1K | SH |
| CPB | THE CAMPBELLS COMPANY | 7 | <$1K | SH |
| ACGL | ARCH CAP GROUP LTD | 2 | <$1K | SH |
| DXC | DXC TECHNOLOGY CO | 10 | <$1K | SH |
| AIV | APARTMENT INVT & MGMT CO | 24 | <$1K | SH |
| CTRA | COTERRA ENERGY INC | 5 | <$1K | SH |
| EDIT | EDITAS MEDICINE INC | 50 | <$1K | SH |
| COP | CONOCOPHILLIPS | 1 | <$1K | SH |
| HQY | HEALTHEQUITY INC | 1 | <$1K | SH |
| OGN | ORGANON & CO | 10 | <$1K | SH |
| DNA | GINKGO BIOWORKS HOLDINGS INC | 8 | <$1K | SH |
| BHF | BRIGHTHOUSE FINL INC | 1 | <$1K | SH |
| PSFE | PAYSAFE LIMITED | 5 | <$1K | SH |
| MOVE | MOVANO INC | 3 | <$1K | SH |
| FFWM | FIRST FNDTN INC | 4 | <$1K | SH |
| ONTF | ON24 INC | 2 | <$1K | SH |